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Amend a Customer |
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To amend a customer's details, click on the 'Amend Customer' sub menu link under the Customers menu. You will then be navigated to a screen where you will need to begin by selecting the customer you wish to amend:
![]() Customer drop down selection
After selecting the customer you wish to amend from the drop down menu, the page will then redirect you to the customer's record so that you can then edit the details.
![]() Customer record in amend view
To amend any of the details for the customer selected simply edit any of the fields in the record and click on the
If you have selected the wrong customer record or wish to navigate to a different customer record, simply select the correct customer from the top drop down field. When clicking the correct customer the page will automatically update and reload the correct information into the fields.
You can click on the
An additional feature of the customer amend page is the
![]() Customer Report Page
If you wish to amend the customer details you can click on the
Note that you can also export the unit and user records for the customer into excel by clicking on the
To return to the home page of the extranet click on the |